Create a tax return

  1. Select and select Onvio Tax.
  2. Click on Projects then click Add.
  3. You may add a project to a new or existing client, use this link for instructions.
  4. Select or update the values for the mandatory fields marked with an asterisk :
    1. Project Template
    2. Client
    3. Contact
    4. Project Name
    5. Application
    6. Tax Year
    7. Client Due Date
  5. Tax Agent may be picked so when you create a tax return, the Tax agent declaration will use this information in the tax return.
  6. Select Save & Open to begin preparing your return.

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